Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor: Holistic Planning & Client Impact

Charles Schwab Corporation

Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Campbell, California. This role involves managing client relationships, delivering tailored investment guidance, and collaborating with a seasoned advisory team to support clients in complex financial decisions. The ideal candidate possesses strong client management skills, financial planning experience, and relevant certifications, with a focus on in-office collaboration. #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor: Holistic Planning & Client Impact in Campbell, CA vacancy
  • Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align... 
    Senior

    Charles Schwab

    Campbell, CA
    1 day ago
  •  ...empowered to make an impact on your career....  ...quo and help clients achieve what matters...  ...most. Schwab Wealth Advisory is a fee...  ...Manager, Wealth Advisor , you’ll manage ongoing...  ..., deliver holistic financial planning, and provide tailored...  ...: Demonstrates a senior learning mindset... 
    Senior
    Work at office

    Charles Schwab Corporation

    Campbell, CA
    2 days ago
  •  ...empowered to make an impact on your career. Here,...  ...the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based...  ...clients. As a Wealth Advisor, you’ll manage ongoing...  ...relationships, deliver holistic financial planning, and provide tailored... 
    Suggested
    Work at office

    Charles Schwab

    Campbell, CA
    1 day ago
  • Charles Schwab Corporation is seeking a Wealth Advisor in Campbell, California. This role focuses on managing client relationships, delivering personalized financial planning, and providing investment guidance tailored to Schwab’s philosophy. The ideal candidate excels... 
    Suggested

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  • $88.4k - $132.6k

    Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal...  ..., with a strong emphasis on financial planning and regulatory compliance. Competitive salary... 
    Senior
    Full time

    Citibank (Switzerland) AG

    Mountain View, CA
    4 days ago
  • $106k - $150k

    First Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate... 

    First Citizens Wealth

    Santa Clara, CA
    15 hours ago
  •  ...looking for a finance professional in Milpitas, California, to build client relationships and offer tailored financial solutions. The role...  ...through organized events. A Bachelor’s degree is preferred along with proficiency in financial planning software. #J-18808-Ljbffr Citi

    Citi

    Milpitas, CA
    15 hours ago
  • $105.4k - $207.8k

     ...Senior Consultant, M&A Team Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational...  ...long-term, measurable impact. Work you'll do As a Senior...  ...assessments, and implementation plans aligned to client... 
    Senior
    Visa sponsorship

    Deloitte

    San Jose, CA
    5 days ago
  •  ...re empowered to make an impact on your career. Here,...  ...industry together. Schwab Wealth Advisory is a fee based...  ...As an Associate Wealth Advisor , you’ll support 2-4...  ...and retaining virtual client relationships while helping...  ...customized financial planning support and address... 

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  • $88.4k - $132.6k

     ...a qualified professional for a financial planning position in Los Gatos, California. This role...  ...relationships with high net worth clients, addressing complex financial needs, and...  ...coverage. Join Citi and make a significant impact in the financial planning sector. #J-188... 

    Citi

    Los Gatos, CA
    2 days ago
  • $32.21 - $44.27 per hour

     ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry...  ...support to high producing advisor(s) by preparing portfolio materials...  ...others and build a positive impact on a client's overall experience... 
    Hourly pay
    H1b
    Work at office
    Home office
    Visa sponsorship

    Ameriprise Financial

    San Jose, CA
    1 day ago
  •  ...with stakeholders, and implement change management initiatives. Required skills include proficiency in team and stakeholder management, planning, and continuous improvement methodologies, ensuring impactful contributions towards business outcomes. #J-18808-Ljbffr Skill
    Senior
    Temporary work

    Skill

    Sunnyvale, CA
    1 day ago
  • Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong... 
    Senior

    Charles Schwab

    Milpitas, CA
    3 days ago
  • $165k - $175k

     ...The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and...  ...developing personalized wealth planning strategies. This role involves...  ...teams etc.) to ensure a holistic approach to each client’s financial... 
    Local area
    Flexible hours

    Cerity Partners

    San Jose, CA
    15 hours ago
  • Charles Schwab Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals... 
    Senior
    Flexible hours

    Charles Schwab Corporation

    Milpitas, CA
    3 days ago
  • Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor... 
    Senior
    Flexible hours

    Charles Schwab Corporation

    Sunnyvale, CA
    15 hours ago
  • $162k - $190k

     ...Private Client Services Tax Senior Manager Private Client Services at BDO is...  ...retirement, and life insurance planning. A Tax Senior Manager,...  ...PCS leadership, clients, and advisors Expands their...  ...as appropriate Delivers holistic feedback to others and advisees... 
    Senior
    Private practice
    Work at office

    BDO USA

    San Jose, CA
    5 days ago
  • Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor... 
    Senior

    Citibank (Switzerland) AG

    Los Gatos, CA
    4 days ago
  • U.S. Bank in Sunnyvale, CA, is seeking a Client Relationship Consultant 3 (Banker) to build relationships with clients through in-person and virtual channels. The role entails understanding customers' banking needs and making appropriate recommendations. The ideal candidate... 
    Senior

    U.S. Bank

    Sunnyvale, CA
    1 day ago
  •  ...dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate should have at least... 

    Bank of America

    Mountain View, CA
    3 days ago
  • JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships... 

    JPMorganChase

    Saratoga, CA
    15 hours ago
  • Charles Schwab is seeking a Wealth Advisor in Campbell, California, where you will manage client relationships, provide tailored investment guidance, and deliver financial planning services. This role is perfect for someone who thrives in a relationship-driven environment... 

    Charles Schwab

    Campbell, CA
    1 day ago
  •  ...consists of Schwab Wealth Advisory,...  ...solution providing clients with a personal relationship...  ...through our Planning and Wealth Strategy...  ...liquidity needs. As a Senior Regional Manager...  ...team of 10-12 Wealth Advisors and Associate...  ...to make a lasting impact. Our Hybrid Work and... 
    Senior
    Work at office

    Charles Schwab

    Campbell, CA
    1 day ago
  • Charles Schwab is seeking an Associate Wealth Advisor based in Campbell, California, to support...  ...Advisors in servicing and deepening client relationships. This role involves managing...  ...and delivering tailored financial planning services. Ideal candidates demonstrate... 

    Charles Schwab

    Campbell, CA
    1 day ago
  •  ...you’re empowered to make an impact on your career. Here,...  ...firm’s commitment to helping clients own their financial futures...  ..., providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation... 
    Flexible hours

    Charles Schwab Corporation

    Sunnyvale, CA
    1 day ago
  •  ...Schwab Corporation in Campbell, California is seeking an Associate Wealth Advisor to support multiple Wealth Advisors. This role involves servicing client relationships, delivering customized financial planning, and enhancing communication skills in a dynamic environment.... 

    Charles Schwab Corporation

    Campbell, CA
    1 day ago
  •  ...Financial Analyst in Mountain View, California, to drive strategic planning and financial reporting for the QuickBooks Product organization...  ...based on experience and knowledge. Join Intuit to make a significant impact in a fast-paced environment. #J-18808-Ljbffr Intuit
    Senior

    Intuit

    Mountain View, CA
    4 days ago
  • $116.2k - $229.1k

     ...Finance Strategy Senior Consultant Join Deloitte's Finance Transformation team and help clients modernize the future of finance. In this role, you will work with Finance...  ...solutions, including enterprise resource planning, enterprise performance management, cloud platforms... 
    Senior

    Deloitte

    San Jose, CA
    4 days ago
  •  ...Private Client Banker You have a passion for taking care of our...  ...with Specialists (Private Client Advisors, Mortgage Bankers and Business...  ...NMLS notifications may impact your employment with the firm....  ...centers, a retirement savings plan, backup childcare, tuition reimbursement... 
    Immediate start
    Afternoon shift

    Chase

    Saratoga, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor: Holistic Planning & Client Impact. Be the first to apply!